How Josef Achieved SOC 2 Compliance with Confidence and Efficiency Through VioletX

Josef is a pioneering company in the LegalTech space, focused on transforming how legal services are delivered. Its platform empowers legal professionals to build no-code digital tools that automate routine legal processes—everything from document generation to client intake and workflow management.

By enabling automation in traditionally manual and time-consuming legal tasks, Josef helps legal teams increase efficiency, reduce costs, and make legal services more accessible. As law firms and corporate legal departments accelerate their digital transformation efforts, platforms like Josef play a critical role in modernizing how legal teams operate.

The Challenge: Achieving SOC 2 Compliance with Limited Resources and High Stakes

Josef operates in a highly sensitive environment, managing confidential client data and automating legal processes that directly impact business and regulatory outcomes. As the company scaled its customer base, it became clear that achieving SOC 2 compliance was critical to earning client trust and removing barriers in the sales process.

However, like many small but highly technical teams, Josef faced real constraints:

• Limited internal resources to dedicate to a complex compliance process.
• Uncertainty about which security risks to prioritize amid competing product and patent development efforts.
• The need to make smart, risk-based decisions to avoid unnecessary costs and time wasted on low-impact compliance activities.

Josef’s leadership team recognized that without expert guidance, the SOC 2 process could become a significant distraction from product innovation and growth.

The VioletX Approach: Strategic Guidance, Embedded Support, and Risk-Driven Decision Making

Josef turned to VioletX for specialized compliance leadership and hands-on support. From the outset, VioletX worked closely with Josef’s leadership to bring clarity, structure, and focus to the process.

• Prioritization of High-Impact Activities:
  VioletX helped Josef identify the security areas and controls that would have the greatest impact on achieving SOC 2 compliance. This enabled the team to focus resources on the most critical tasks—avoiding costly distractions and unnecessary scope expansion.
• Collaborative, Embedded Support:
  VioletX served as a strategic advisor and day-to-day partner, integrating directly with Josef’s team to answer questions in real time and guide the project forward efficiently. Josef maintained ownership of their overall compliance strategy while relying on VioletX for tactical, execution-level support whenever roadblocks appeared.
• Risk-Based Decision Framework:
  Facing decisions about potential security vulnerabilities and control implementations, VioletX guided Josef through a clear, risk-based approach—ensuring the team made informed decisions that balanced security, customer expectations, and operational efficiency.
• Practical, Right-Sized Controls:
  Instead of pushing for rigid control frameworks, VioletX tailored policy and security recommendations to Josef’s size, industry, and business model—avoiding unnecessary overhead while ensuring all compliance obligations were met.

The Outcome: SOC 2 Certification Without the Cost and Complexity

With VioletX’s leadership, Josef achieved SOC 2 certification efficiently and without unnecessary complexity or cost.

Key outcomes included:

• Clear prioritization of critical security areas, saving valuable time and resources.
• A streamlined, low-stress path to SOC 2 compliance, allowing Josef’s team to stay focused on product innovation.
• A practical security foundation that supports Josef’s continued growth in the LegalTech space.

“VioletX was always spot on, helping us understand exactly where to focus. Their support made the entire process smoother and far less daunting than we expected.”
— Josef Team Member

With SOC 2 compliance in place, Josef is now positioned to scale with confidence—knowing its security program is aligned with both regulatory standards and customer expectations as it continues to modernize legal services globally.

Read more about Josef’s journey to SOC 2 compliance with VioletX and Vanta on the Vanta Customer Story →